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American Express
AXP

Overview Fund Activity

1,218 hedge funds and large institutions have $84.4B invested in American Express in 2014 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 412 increasing their positions, 504 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
–
Holders Change %
0%
% of All Funds
35.03%
Holding in Top 10
67
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.67%
% of All Funds
1.93%
New
76
Increased
412
Reduced
504
Closed
68
Calls
$520M
Puts
$588M
Net Calls
-$68.5M
Net Calls Change
-$7.78M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$1.49B
2
AllianceBernstein
AllianceBernstein
Tennessee
$1.33B
3
IIS
Ignis Investment Services
United Kingdom
$544M
4
FAM
Fred Alger Management
New York
$232M
5
AAM
Aberdeen Asset Management
United Kingdom
$175M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
$0
2
DSA
Davis Selected Advisers
Arizona
$2.43B
3
LBG
Lloyds Banking Group
United Kingdom
$1.08M
4
Credit Agricole
Credit Agricole
France
$49.5M
5
Wells Fargo
Wells Fargo
California
$1.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAW
1201
Cornerstone Advisors (Washington)
Washington
$15K +$1.71K +18 +13%
PSC
1202
Prentiss Smith & Co
Vermont
$14K – – –
AC
1203
Alexandria Capital
Virginia
$13K +$557 +6 +4%
TWM
1204
Torch Wealth Management
Ohio
$12K – – –
LWM
1205
LBA Wealth Management
Florida
$12K – – –
JFA
1206
JNBA Financial Advisors
Minnesota
$12K +$12K +130 New
AFIA
1207
America First Investment Advisors
Nebraska
$11K – – –
WA
1208
Waverly Advisors
Alabama
$11K – – –
SSA
1209
South Street Advisors
New York
$10.6K +$418 +4,410 +4%
MSFP
1210
Mark Sheptoff Financial Planning
Connecticut
$9K – – –
BCAM
1211
Boston Common Asset Management
Massachusetts
$5K -$260K -2,595 -98%
MUMSS
1212
Mitsubishi UFJ Morgan Stanley Securities
Japan
$5K -$42K -420 -89%
HCM
1213
Horrell Capital Management
Arkansas
$4K – – –
MA
1214
MCF Advisors
Kentucky
$4K – – –
CG
1215
Colony Group
Massachusetts
$2K -$25.5K -242 -93%
BCMIO
1216
Beacon Capital Management Inc (Ohio)
Ohio
$2K – – –
SEC
1217
Seven Eight Capital
New York
$1K -$167K -2,500 -99%
FPCG
1218
Fort Pitt Capital Group
Pennsylvania
$613 +$102 +1 +20%
ECU
1219
Egerton Capital (UK)
United Kingdom
– -$497M -5,515,424 Closed
Renaissance Technologies
1220
Renaissance Technologies
New York
– -$37M -410,420 Closed
SCM
1221
Stevens Capital Management
Pennsylvania
– -$30M -332,999 Closed
MSDF
1222
Michael & Susan Dell Foundation
New York
– -$25.3M -280,756 Closed
AI
1223
Analytic Investors
California
– -$25.2M -279,417 Closed
PRCM
1224
Pine River Capital Management
Minnesota
– -$22.6M -250,493 Closed
ARC
1225
Absolute Return Capital
Massachusetts
– -$15.3M -169,591 Closed
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